Global markets have spent the past month navigating a challenging combination of rising bond yields, inflation concerns and geopolitical uncertainty. Persistent worries that inflation could reaccelerate led investors to sell US Treasuries, pushing the 30-year Treasury yield to its highest level in nearly 19 years and the 10-year yield to its highest since January 2025.

Amid rising geopolitical tensions and higher energy prices linked to the Iran conflict, investors are increasingly betting that the Federal Reserve will prioritize inflation…

US strikes in Iran push oil prices up over 3%, lifting Treasury yields and pressuring Bitcoin and crypto markets as inflation fears delay Fed rate cuts.